Reviews written by kellyb904

Great graphs and information

I like the way he updates his charts

Very complicated, but this helped to clarify some issues I had

Eye opeining

Complicated

Compelling presentation for diversification beyond stocks/bonds

Yes, so many have these target date funds and this is a great way to augment

Great for providing charts and evidence why we are experiencing a “melt-up.”

Grateful for the confirmation of "not a bubble now"

So many variables

Good, interesting new economy portfolio and breakdown of largest and smallest cap stocks of SP 500

difficult for me to follow because I need to reintroduce myself to these concepts

great, good review. Just many complex strategies

good info, he talked very rapidly

Yardeni...

Such prompt information

Great Tool, explanation of all his 60 year rolling periods. The idea that you could help clients feel more comfortable about not running out of money

The presenter was great, the details and the "unknown guidance yet to come" created hesitation to move on any strategies

Good, I liked the debt to GDP slide, unsure what it all means as Fritz said